Non Qualified Accounts and Why You Need Them
08/19/20 • 50 min
In this episode we discuss the differences between Qualified and Non Qualified Accounts, and why it's so important to have exposure to both in your portfolio. We also outline some key things to consider when utilizing Non Qualified accounts, what to look out for, and how to best title them.
Check us out at www.familywealthplanningpartners.com for more information or to schedule a meeting!
In this episode we discuss the differences between Qualified and Non Qualified Accounts, and why it's so important to have exposure to both in your portfolio. We also outline some key things to consider when utilizing Non Qualified accounts, what to look out for, and how to best title them.
Check us out at www.familywealthplanningpartners.com for more information or to schedule a meeting!
Previous Episode
Best Practices for Asset Titling and Reviewing Beneficiaries
In this episode we discuss a multitide of topics:
- Describe who beneficiaries are and what accounts typically have them
- How often you should review beneficiaries
- Most Common Mistakes around naming beneficiaries
- How to assign beneficiaries to accounts that don't typically have them
- Should you share accounts with your child?
- How you should title and own Real Estate assets
As always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appointment!
Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram
Next Episode
The US Dollar vs. the new "Credit Society"
This episode came as a result of a conversation with a client who had some questions about the Federal Reserve and its effect on the US Dollar. This leads into a discussion about fiat currency, what it means, and the state of currency as it is today. We'll compare how currency changes hands today vs. how previous generations have. And we'll go into detail about how it's more accurate to say our society is now based upon Credit more so than Currency.
As always, check out our website for all of our contact info:
www.familywealthplanningpartners.com
Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram
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